The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM COM 002824100 440 3,720 SH   SOLE   3,720 0 0
ABERCROMBIE & FITCH CO CL A CL A 002896207 64,899 2,028,725 SH   SOLE   1,785,096 0 243,629
ACTIVISION BLIZZARD INC COM COM 00507V109 1,008 12,585 SH   SOLE   12,585 0 0
AERCAP HOLDINGS NV SHS SHS N00985106 780 15,514 SH   SOLE   15,514 0 0
ALEXANDRIA REAL ESTATE EQ IN COM COM 015271109 23,708 117,800 SH   SOLE   57,200 0 60,600
ALPHABET INC CAP STK CL A CL A 02079K305 19,778 7,111 SH   SOLE   7,111 0 0
AMAZON COM INC COM COM 023135106 2,467 757 SH   SOLE   757 0 0
AMERICAN EAGLE OUTFITTERS IN COM COM 02553E106 20,088 1,195,680 SH   SOLE   1,057,194 0 138,486
AMERICAN ELEC PWR CO INC COM COM 025537101 5,809 58,224 SH   SOLE   58,224 0 0
AMERICAN HOMES 4 RENT CL A CL A 02665T306 29,530 737,737 SH   SOLE   492,237 0 245,500
AMERICAN TOWER CORP NEW COM COM 03027X100 9,738 38,764 SH   SOLE   38,764 0 0
AMERICAN WTR WKS CO INC NEW COM COM 030420103 4,313 26,057 SH   SOLE   26,057 0 0
AMERICOLD RLTY TR COM COM 03064D108 6,920 248,200 SH   SOLE   136,300 0 111,900
APPLE INC COM COM 037833100 10,200 58,418 SH   SOLE   58,418 0 0
APPLE HOSPITALITY REIT INC COM NEW COM NEW 03784Y200 7,219 401,700 SH   SOLE   212,600 0 189,100
APPLIED MATLS INC COM COM 038222105 17,243 130,832 SH   SOLE   130,832 0 0
ARGO GROUP INTL HLDGS LTD COM COM G0464B107 45,951 1,113,140 SH   SOLE   969,440 0 143,700
ATLAS CORP SHARES SHARES Y0436Q109 8,323 566,958 SH   SOLE   550,727 0 16,231
AVALONBAY CMNTYS INC COM COM 053484101 52,811 212,631 SH   SOLE   155,066 0 57,565
BLACKROCK INC COM COM 09247X101 42,603 55,751 SH   SOLE   54,778 0 973
BOOKING HOLDINGS INC COM COM 09857L108 15,815 6,734 SH   SOLE   6,734 0 0
BROADSTONE NET LEASE INC COM COM 11135E203 4,420 202,900 SH   SOLE   99,200 0 103,700
BRUNSWICK CORP COM COM 117043109 90,813 1,122,663 SH   SOLE   994,235 0 128,428
BUILDERS FIRSTSOURCE INC COM COM 12008R107 393 6,092 SH   SOLE   6,092 0 0
CABOT CORP COM COM 127055101 47,131 688,947 SH   SOLE   609,577 0 79,370
CANADIAN PAC RY LTD COM COM 13645T100 3,958 38,363 SH   SOLE   38,363 0 0
CARDINAL HEALTH INC COM COM 14149Y108 25,202 444,494 SH   SOLE   431,968 0 12,526
CHENIERE ENERGY INC COM NEW COM NEW 16411R208 5,272 38,027 SH   SOLE   38,027 0 0
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR ADR 204429104 2,794 186,747 SH   SOLE   186,747 0 0
CISCO SYS INC COM COM 17275R102 40,175 720,497 SH   SOLE   710,149 0 10,348
CITIGROUP INC COM NEW COM NEW 172967424 834 15,620 SH   SOLE   15,620 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT SH BEN INT 22002T108 13,316 466,600 SH   SOLE   232,600 0 234,000
CUBESMART COM COM 229663109 21,282 409,039 SH   SOLE   201,188 0 207,851
DATADOG INC CL A COM COM 23804L103 3,102 20,479 SH   SOLE   20,479 0 0
DEERE & CO COM COM 244199105 18,793 45,235 SH   SOLE   45,235 0 0
DELEK US HLDGS INC NEW COM COM 24665A103 18,399 867,070 SH   SOLE   753,164 0 113,906
DIAMOND OFFSHORE DRILLING IN COM COM 25271C201 960 134,704 SH   SOLE   134,704 0 0
DIAMONDROCK HOSPITALITY CO COM COM 252784301 26,840 2,657,462 SH   SOLE   2,333,062 0 324,400
DIGITAL RLTY TR INC COM COM 253868103 4,316 30,439 SH   SOLE   15,223 0 15,216
DOMINION ENERGY INC COM COM 25746U109 3,263 38,400 SH   SOLE   38,400 0 0
DUKE ENERGY CORP NEW COM NEW COM NEW 26441C204 1,674 14,996 SH   SOLE   14,996 0 0
EDISON INTL COM COM 281020107 2,637 37,612 SH   SOLE   37,612 0 0
ENCOMPASS HEALTH CORP COM COM 29261A100 78,538 1,104,443 SH   SOLE   976,474 0 127,969
ENERSYS COM COM 29275Y102 68,957 924,717 SH   SOLE   821,606 0 103,111
ENTERGY CORP NEW COM COM 29364G103 4,595 39,354 SH   SOLE   39,354 0 0
EPR PPTYS COM SH BEN INT SH BEN INT 26884U109 3,655 66,800 SH   SOLE   33,100 0 33,700
EQUINIX INC COM COM 29444U700 39,839 53,719 SH   SOLE   29,129 0 24,590
LAUDER ESTEE COS INC CL A CL A 518439104 14,681 53,913 SH   SOLE   53,913 0 0
EXTRA SPACE STORAGE INC COM COM 30225T102 16,467 80,089 SH   SOLE   39,804 0 40,285
FIRST SOLAR INC COM COM 336433107 73,613 879,070 SH   SOLE   776,115 0 102,955
INTERNATIONAL FLAVORS&FRAGRA COM COM 459506101 908 6,911 SH   SOLE   6,911 0 0
GENTEX CORP COM COM 371901109 47,522 1,629,154 SH   SOLE   1,444,268 0 184,886
GILEAD SCIENCES INC COM COM 375558103 23,634 397,542 SH   SOLE   389,362 0 8,180
GOODYEAR TIRE & RUBR CO COM COM 382550101 775 54,216 SH   SOLE   54,216 0 0
GRANITE REAL ESTATE INVT TR UNIT 99/99/9999 UNIT 99/99/9999 387437114 26,838 278,471 SH   SOLE   239,271 0 39,200
HEALTHPEAK PROPERTIES INC COM COM 42250P103 903 26,300 SH   SOLE   26,300 0 0
HEALTHCARE RLTY TR COM COM 421946104 16,053 584,179 SH   SOLE   516,727 0 67,452
HIGHWOODS PPTYS INC COM COM 431284108 19,711 430,931 SH   SOLE   211,721 0 219,210
HOME DEPOT INC COM COM 437076102 554 1,849 SH   SOLE   1,849 0 0
HUDSON PAC PPTYS INC COM COM 444097109 30,454 1,097,447 SH   SOLE   967,627 0 129,820
HUNTINGTON BANCSHARES INC COM COM 446150104 74,401 5,088,990 SH   SOLE   4,647,869 0 441,121
INVITATION HOMES INC COM COM 46187W107 26,415 657,412 SH   SOLE   325,812 0 331,600
IQVIA HLDGS INC COM COM 46266C105 13,837 59,849 SH   SOLE   59,849 0 0
JABIL INC COM COM 466313103 101,220 1,639,706 SH   SOLE   1,456,204 0 183,502
JOHNSON & JOHNSON COM COM 478160104 560 3,159 SH   SOLE   3,159 0 0
JPMORGAN CHASE & CO COM COM 46625H100 5,878 43,122 SH   SOLE   43,122 0 0
KINDER MORGAN INC DEL COM COM 49456B101 34,389 1,818,562 SH   SOLE   1,779,486 0 39,076
KITE RLTY GROUP TR COM NEW COM NEW 49803T300 10,454 459,124 SH   SOLE   239,326 0 219,798
KRONOS WORLDWIDE INC COM COM 50105F105 44,781 2,885,358 SH   SOLE   2,377,696 0 507,662
LHC GROUP INC COM COM 50187A107 27,560 163,463 SH   SOLE   152,035 0 11,428
LUXFER HOLDINGS PLC SHS SHS G5698W116 33,667 2,003,961 SH   SOLE   1,654,521 0 349,440
LYONDELLBASELL INDUSTRIES N SHS - A - SHS - A - N53745100 28,834 280,438 SH   SOLE   273,313 0 7,125
MARSH & MCLENNAN COS INC COM COM 571748102 16,401 96,242 SH   SOLE   96,242 0 0
MASTERCARD INCORPORATED CL A CL A 57636Q104 18,904 52,896 SH   SOLE   52,896 0 0
MCDONALDS CORP COM COM 580135101 3,826 15,469 SH   SOLE   15,469 0 0
MEDTRONIC PLC SHS SHS G5960L103 10,452 94,206 SH   SOLE   94,206 0 0
MERCK & CO INC COM COM 58933Y105 30,876 376,315 SH   SOLE   366,431 0 9,884
MERIDIAN BIOSCIENCE INC COM COM 589584101 40,088 1,544,254 SH   SOLE   1,344,783 0 199,471
MICROSOFT CORP COM COM 594918104 27,187 88,182 SH   SOLE   88,182 0 0
MSC INDL DIRECT INC CL A CL A 553530106 29,126 341,808 SH   SOLE   334,267 0 7,541
MUELLER WTR PRODS INC COM SER A COM SER A 624758108 43,851 3,394,000 SH   SOLE   2,969,767 0 424,233
NATIONAL RETAIL PROPERTIES I COM COM 637417106 436 9,700 SH   SOLE   0 0 9,700
NETFLIX INC COM COM 64110L106 228 608 SH   SOLE   608 0 0
NEXSTAR MEDIA GROUP INC CL A CL A 65336K103 13,850 73,478 SH   SOLE   71,575 0 1,903
NEXTERA ENERGY INC COM COM 65339F101 10,787 127,338 SH   SOLE   127,338 0 0
NIKE INC CL B CL B 654106103 15,540 115,486 SH   SOLE   115,486 0 0
NOBLE CORP NEW SHS SHS G6610J209 1,877 53,544 SH   SOLE   53,544 0 0
OMEGA HEALTHCARE INVS INC COM COM 681936100 20,460 656,600 SH   SOLE   322,900 0 333,700
OMNICOM GROUP INC COM COM 681919106 25,511 300,549 SH   SOLE   293,298 0 7,251
PARK HOTELS & RESORTS INC COM COM 700517105 7,207 369,000 SH   SOLE   202,200 0 166,800
PEPSICO INC COM COM 713448108 27,078 161,782 SH   SOLE   158,167 0 3,615
PLDT INC SPONSORED ADR ADR 69344D408 10,845 308,625 SH   SOLE   298,553 0 10,072
PHYSICIANS RLTY TR COM COM 71943U104 37,403 2,132,482 SH   SOLE   1,524,182 0 608,300
PPL CORP COM COM 69351T106 20,928 732,739 SH   SOLE   713,488 0 19,251
PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 25,698 350,071 SH   SOLE   341,502 0 8,569
PROGRESS SOFTWARE CORP COM COM 743312100 24,718 524,928 SH   SOLE   460,852 0 64,076
PROLOGIS INC. COM COM 74340W103 24,052 148,946 SH   SOLE   71,924 0 77,022
PRUDENTIAL FINL INC COM COM 744320102 28,738 243,196 SH   SOLE   237,327 0 5,869
PTC INC COM COM 69370C100 8,289 76,952 SH   SOLE   76,952 0 0
PUBLIC SVC ENTERPRISE GRP IN COM COM 744573106 34,734 496,191 SH   SOLE   487,834 0 8,357
PUBLIC STORAGE COM COM 74460D109 3,346 8,573 SH   SOLE   3,800 0 4,773
REALTY INCOME CORP COM COM 756109104 541 7,800 SH   SOLE   0 0 7,800
REDWOOD TR INC COM COM 758075402 9,769 927,684 SH   SOLE   902,655 0 25,029
RENAISSANCERE HLDGS LTD COM COM G7496G103 35,787 225,767 SH   SOLE   198,122 0 27,645
REXFORD INDL RLTY INC COM COM 76169C100 18,856 252,800 SH   SOLE   121,800 0 131,000
ROYAL BK CDA COM COM 780087102 30,570 222,103 SH   SOLE   217,063 0 5,040
S&P GLOBAL INC COM COM 78409V104 4,686 11,424 SH   SOLE   11,424 0 0
SALESFORCE COM INC COM COM 79466L302 797 3,754 SH   SOLE   3,754 0 0
SBA COMMUNICATIONS CORP NEW CL A CL A 78410G104 2,271 6,600 SH   SOLE   6,600 0 0
SEMPRA COM COM 816851109 8,950 53,239 SH   SOLE   53,239 0 0
SIGA TECHNOLOGIES INC COM COM 826917106 9,763 1,376,982 SH   SOLE   1,135,388 0 241,594
SIMON PPTY GROUP INC NEW COM COM 828806109 10,876 82,667 SH   SOLE   38,331 0 44,336
SITE CTRS CORP COM COM 82981J109 19,871 1,189,200 SH   SOLE   584,300 0 604,900
SLEEP NUMBER CORP COM COM 83125X103 57,175 1,127,482 SH   SOLE   992,400 0 135,082
SOUTHERN CO COM COM 842587107 2,396 33,039 SH   SOLE   33,039 0 0
STRATEGIC ED INC COM COM 86272C103 67,056 1,010,202 SH   SOLE   896,382 0 113,820
SUN CMNTYS INC COM COM 866674104 23,814 135,856 SH   SOLE   67,134 0 68,722
SUNSTONE HOTEL INVS INC NEW COM COM 867892101 15,390 1,306,484 SH   SOLE   1,148,084 0 158,400
SYSCO CORP COM COM 871829107 38,862 475,970 SH   SOLE   475,970 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS SPONSORED ADS 874039100 9,572 91,806 SH   SOLE   91,806 0 0
TARGA RES CORP COM COM 87612G101 1,741 23,064 SH   SOLE   23,064 0 0
TC ENERGY CORP COM COM 87807B107 2,643 37,480 SH   SOLE   37,480 0 0
TERADATA CORP DEL COM COM 88076W103 64,049 1,299,405 SH   SOLE   1,146,928 0 152,477
TERRENO RLTY CORP COM COM 88146M101 20,661 279,016 SH   SOLE   139,700 0 139,316
TEXAS INSTRS INC COM COM 882508104 18,919 103,114 SH   SOLE   100,874 0 2,240
ST JOE CO COM COM 790148100 1,327 22,403 SH   SOLE   22,403 0 0
THERMO FISHER SCIENTIFIC INC COM COM 883556102 14,899 25,224 SH   SOLE   25,224 0 0
THERMON GROUP HLDGS INC COM COM 88362T103 52,725 3,254,670 SH   SOLE   2,679,658 0 575,012
TIDEWATER INC NEW COM COM 88642R109 1,537 70,677 SH   SOLE   70,677 0 0
TRINITY INDS INC COM COM 896522109 25,724 748,668 SH   SOLE   670,689 0 77,979
TRIPADVISOR INC COM COM 896945201 44,246 1,631,487 SH   SOLE   1,452,915 0 178,572
TRITON INTL LTD CL A CL A G9078F107 28,367 404,198 SH   SOLE   393,183 0 11,015
UNION PAC CORP COM COM 907818108 10,633 38,922 SH   SOLE   38,922 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102 574 1,126 SH   SOLE   1,126 0 0
VALARIS LIMITED CL A CL A G9460G101 1,283 24,692 SH   SOLE   24,692 0 0
VANGUARD INTL EQUITY INDEX F GLB EX US ETF ETF 922042676 63,099 1,214,600 SH   SOLE   0 0 1,214,600
VANGUARD INDEX FDS REAL ESTATE ETF ETF 922908553 62,643 578,050 SH   SOLE   0 0 578,050
VERIZON COMMUNICATIONS INC COM COM 92343V104 25,273 496,145 SH   SOLE   484,931 0 11,214
VICI PPTYS INC COM COM 925652109 23,160 813,800 SH   SOLE   429,500 0 384,300
VISA INC COM CL A CL A 92826C839 5,163 23,282 SH   SOLE   23,282 0 0
DISNEY WALT CO COM COM 254687106 2,214 16,139 SH   SOLE   16,139 0 0
WEC ENERGY GROUP INC COM COM 92939U106 4,303 43,114 SH   SOLE   43,114 0 0
WEST FRASER TIMBER CO LTD COM COM 952845105 102,722 998,648 SH   SOLE   882,152 0 116,496
WILLIAMS COS INC COM COM 969457100 6,590 197,258 SH   SOLE   197,258 0 0
WINTRUST FINL CORP COM COM 97650W108 59,733 642,772 SH   SOLE   568,670 0 74,102
WP CAREY INC COM COM 92936U109 17,963 222,200 SH   SOLE   105,900 0 116,300
XCEL ENERGY INC COM COM 98389B100 4,076 56,475 SH   SOLE   56,475 0 0
XYLEM INC COM COM 98419M100 5,702 66,874 SH   SOLE   66,874 0 0
ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 2,946 8,735 SH   SOLE   8,735 0 0
ADOBE SYSTEMS INCORPORATED COM COM 00724F101 2,386 5,236 SH   SOLE   5,236 0 0
BK OF AMERICA CORP COM COM 060505104 52 1,263 SH   SOLE   1,263 0 0
BEST BUY INC COM COM 086516101 48 524 SH   SOLE   524 0 0
BRISTOL-MYERS SQUIBB CO COM COM 110122108 3,069 42,019 SH   SOLE   42,019 0 0
BUNGE LIMITED COM COM G16962105 1,844 16,642 SH   SOLE   16,642 0 0
COCA COLA CO COM COM 191216100 2,888 46,575 SH   SOLE   46,575 0 0
EBAY INC. COM COM 278642103 37 649 SH   SOLE   649 0 0
ELECTRONIC ARTS INC COM COM 285512109 1,667 13,175 SH   SOLE   13,175 0 0
GENERAL MTRS CO COM COM 37045V100 55 1,266 SH   SOLE   1,266 0 0
PACCAR INC COM COM 693718108 1,847 20,974 SH   SOLE   20,974 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A CL A 192446102 47 521 SH   SOLE   521 0 0
COSTCO WHSL CORP NEW COM COM 22160K105 2,595 4,506 SH   SOLE   4,506 0 0
DOLLAR TREE INC COM COM 256746108 2,532 15,808 SH   SOLE   15,808 0 0
INTUIT COM COM 461202103 1,901 3,953 SH   SOLE   3,953 0 0
REGENERON PHARMACEUTICALS COM COM 75886F107 2,824 4,044 SH   SOLE   4,044 0 0
VERTEX PHARMACEUTICALS INC COM COM 92532F100 2,855 10,939 SH   SOLE   10,939 0 0
HP INC COM COM 40434L105 61 1,682 SH   SOLE   1,682 0 0
KELLOGG CO COM COM 487836108 53 818 SH   SOLE   818 0 0
LAM RESEARCH CORP COM COM 512807108 2,447 4,551 SH   SOLE   4,551 0 0
LULULEMON ATHLETICA INC COM COM 550021109 84 231 SH   SOLE   231 0 0
LILLY ELI & CO COM COM 532457108 63 219 SH   SOLE   219 0 0
LOWES COS INC COM COM 548661107 2,435 12,043 SH   SOLE   12,043 0 0
CUMMINS INC COM COM 231021106 37 181 SH   SOLE   181 0 0
MARATHON PETE CORP COM COM 56585A102 2,968 34,717 SH   SOLE   34,717 0 0
NETAPP INC COM COM 64110D104 48 577 SH   SOLE   577 0 0
QUALCOMM INC COM COM 747525103 58 378 SH   SOLE   378 0 0
JOHNSON CTLS INTL PLC SHS SHS G51502105 53 806 SH   SOLE   806 0 0
CONAGRA BRANDS INC COM COM 205887102 66 1,963 SH   SOLE   1,963 0 0
BANK NOVA SCOTIA B C COM COM 064149107 4,367 39,019 SH   SOLE   39,019 0 0
WEYERHAEUSER CO MTN BE COM NEW COM NEW 962166104 60 1,575 SH   SOLE   1,575 0 0
BCE INC COM NEW COM NEW 05534B760 104 1,205 SH   SOLE   1,205 0 0
GILDAN ACTIVEWEAR INC COM COM 375916103 148 2,526 SH   SOLE   2,526 0 0
ENBRIDGE INC COM COM 29250N105 3,640 50,634 SH   SOLE   50,634 0 0
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 2,697 20,410 SH   SOLE   20,410 0 0
MERCADOLIBRE INC COM COM 58733R102 88 74 SH   SOLE   74 0 0
ANTHEM INC COM COM 036752103 2,903 5,909 SH   SOLE   5,909 0 0
HEWLETT PACKARD ENTERPRISE C COM COM 42824C109 48 2,893 SH   SOLE   2,893 0 0
APTIV PLC SHS SHS G6095L109 66 553 SH   SOLE   553 0 0
DOVER CORP COM COM 260003108 1,809 11,530 SH   SOLE   11,530 0 0
CITIZENS FINL GROUP INC COM COM 174610105 1,837 40,519 SH   SOLE   40,519 0 0
LINDE PLC SHS SHS G5494J103 2,076 6,500 SH   SOLE   6,500 0 0
CIGNA CORP NEW COM COM 125523100 57 238 SH   SOLE   238 0 0
NEWMONT CORP COM COM 651639106 1,953 24,578 SH   SOLE   24,578 0 0
DUPONT DE NEMOURS INC COM COM 26614N102 34 462 SH   SOLE   462 0 0
MOLINA HEALTHCARE INC COM COM 60855R100 2,506 7,513 SH   SOLE   7,513 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A CL A 989207105 32 77 SH   SOLE   77 0 0
COCA-COLA EUROPACIFIC PARTNE SHS SHS G25839104 34 700 SH   SOLE   700 0 0
TELUS CORPORATION COM COM 87971M103 103 2,514 SH   SOLE   2,514 0 0
EDWARDS LIFESCIENCES CORP COM COM 28176E108 2,025 17,204 SH   SOLE   17,204 0 0
TESLA INC COM COM 88160R101 2,531 2,349 SH   SOLE   2,349 0 0
INTERPUBLIC GROUP COS INC COM COM 460690100 2,503 70,599 SH   SOLE   70,599 0 0
ROPER TECHNOLOGIES INC COM COM 776696106 43 92 SH   SOLE   92 0 0
NVIDIA CORPORATION COM COM 67066G104 4,895 17,941 SH   SOLE   17,941 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 50 387 SH   SOLE   387 0 0
REGIONS FINANCIAL CORP NEW COM COM 7591EP100 2,515 112,974 SH   SOLE   112,974 0 0
EXELON CORP COM COM 30161N101 34 723 SH   SOLE   723 0 0
FOX CORP CL B COM COM 35137L204 2,331 64,245 SH   SOLE   64,245 0 0